Fiduciary Planning LLC

CIK

1792851

Location

ENGLEWOOD, FL

Portfolio Value

Micro $46,639,825

Diversification

Diversified

Filing Date

Global Rank

#7,038 / 8,517 ▲ 376

Top Industry

Semiconductors 22.5%

3Y Alpha vs SPY

+34.9%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+273.4%

SPY

+75.3%

Annualised alpha

+34.6%

Max drawdown

−23.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

−3.1 pts

Top 5

39.1%

−0.7 pts

Top 10

64.0%

+1.0 pts

HHI

496

Diversified−17

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.4%	$19,295,360	11
Consumer Cyclical	15.7%	$7,336,989	3
Communication Services	9.7%	$4,507,131	2
Financial Services	9.6%	$4,497,709	9
Unclassified	6.9%	$3,222,016	2
Industrials	5.4%	$2,503,217	5
Energy	3.9%	$1,827,767	4
Healthcare	2.8%	$1,296,718	3
Utilities	2.6%	$1,212,104	2
Basic Materials	2.0%	$940,814	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,713	17,847	$3,571,006
IREN	IREN Ltd	+1,650	7,492	$342,609
LMND	Lemonade, Inc.	+475	5,422	$352,701
SHOP	Shopify Inc.	+440	10,227	$1,167,718
MSFT	Microsoft Corp	+408	6,829	$2,547,353
PLTR	Palantir Technologies Inc.	+324	6,218	$725,454
NET	Cloudflare, Inc.	+250	3,386	$830,518
AAPL	Apple Inc.	+52	11,938	$3,454,379
ABBV	AbbVie Inc.	+3	939	$236,289
XOM	ExxonMobil Holdings Corp	+3	7,461	$1,020,067
JPM	Jpmorgan Chase & Co	+2	4,733	$1,549,252
CVX	Chevron Corp	+1	1,881	$311,794
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
EOSE	Eos Energy Enterprises, Inc.	−9,619	100,077	$588,452
SPY	Spdr S&P 500 ETF Trust	−4,697	3,878	$2,895,974
JNJ	Johnson & Johnson	−3,194	1,304	$331,176
ODFL	Old Dominion Freight Line, Inc.	−411	2,287	$495,364
MU	Micron Technology Inc	−329	1,459	$1,684,109
AMZN	Amazon Com Inc	−103	16,017	$3,817,491
IBM	International Business Machines Corp	−100	835	$234,810
CRWD	CrowdStrike Holdings, Inc.	−87	714	$544,881
GOOGL	Alphabet Inc.	−68	7,401	$2,644,895
AVGO	Broadcom Inc.	−26	11,166	$4,217,956
META	Meta Platforms, Inc.	−14	3,306	$1,862,236
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	546	$317,176
V	Visa Inc.	696	$238,790
ALL	Allstate Corp	924	$219,856
INV	Innventure, Inc.	22,000	$111,540
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ACIO	Aptus Collared Investment Opportunity ETF	28,565	$1,198,587
VEA	Vanguard FTSE Developed Markets ETF	6,346	$406,651
HON	Honeywell International Inc	1,326	$299,715
PFE	Pfizer Inc	7,433	$208,718
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $46,639,825 total · filing declares 80 positions · $382,327,221 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	11,166	-26	$4,217,956	+21.8%	9.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,017	-103	$3,817,491	+13.7%	8.19%
NVDA	Nvidia Corp Technology	Added	17,847	+1,713	$3,571,006	+26.9%	7.66%
AAPL	Apple Inc. Technology	Added	11,938	+52	$3,454,379	+14.5%	7.41%
TSLA	Tesla, Inc. Consumer Cyclical	Held	7,536	0	$3,169,641	+13.1%	6.80%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,878	-4,697	$2,895,974	−48.1%	6.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,401	-68	$2,644,895	+23.1%	5.67%
MSFT	Microsoft Corp Technology	Added	6,829	+408	$2,547,353	+7.2%	5.46%
META	Meta Platforms, Inc. Communication Services	Reduced	3,306	-14	$1,862,236	−2.0%	3.99%
MU	Micron Technology Inc Technology	Reduced	1,459	-329	$1,684,109	+178.8%	3.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,733	+2	$1,549,252	+11.3%	3.32%
SHOP	Shopify Inc. Technology	Added	10,227	+440	$1,167,718	+0.6%	2.50%
XOM	ExxonMobil Holdings Corp Energy	Added	7,461	+3	$1,020,067	−19.4%	2.19%
HOOD	Robinhood Markets, Inc. Financial Services	Held	10,024	0	$1,005,206	+44.7%	2.16%
PEG	Public Service Enterprise Group Inc Utilities	Held	12,042	0	$977,328	+0.3%	2.10%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	3,209	0	$940,814	+0.9%	2.02%
MMM	3M Co Industrials	Held	5,434	0	$879,818	+11.5%	1.89%
NET	Cloudflare, Inc. Technology	Added	3,386	+250	$830,518	+28.3%	1.78%
LLY	ELI LILLY & Co Healthcare	Held	608	0	$729,253	+30.4%	1.56%
PLTR	Palantir Technologies Inc. Technology	Added	6,218	+324	$725,454	−15.9%	1.56%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	100,077	-9,619	$588,452	+8.2%	1.26%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	714	-87	$544,881	+74.2%	1.17%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	2,287	-411	$495,364	−6.0%	1.06%
BAC	Bank Of America Corp /De/ Financial Services	Held	8,136	0	$463,589	+16.9%	0.99%
LMND	Lemonade, Inc. Financial Services	Added	5,422	+475	$352,701	+13.7%	0.76%
DORM	Dorman Products, Inc. Consumer Cyclical	Held	2,564	0	$349,857	+30.7%	0.75%
IREN	IREN Ltd Financial Services	Added	7,492	+1,650	$342,609	+71.1%	0.73%
JNJ	Johnson & Johnson Healthcare	Reduced	1,304	-3,194	$331,176	−69.9%	0.71%
IBIT	iShares Bitcoin Trust ETF	Held	9,794	0	$326,042	−13.4%	0.70%
TREX	Trex Co Inc Industrials	Held	6,400	0	$320,256	+37.4%	0.69%
AMD	Advanced Micro Devices Inc Technology	NEW	546	NEW	$317,176	NEW	0.68%
CVX	Chevron Corp Energy	Added	1,881	+1	$311,794	−19.8%	0.67%
PSX	Phillips 66 Energy	Held	1,516	0	$256,279	−7.2%	0.55%
COP	Conocophillips Energy	Held	2,305	0	$239,627	−21.2%	0.51%
V	Visa Inc. Financial Services	NEW	696	NEW	$238,790	NEW	0.51%
ABBV	AbbVie Inc. Healthcare	Added	939	+3	$236,289	+16.1%	0.51%
IBM	International Business Machines Corp Technology	Reduced	835	-100	$234,810	+3.6%	0.50%
SO	Southern Co Utilities	Held	2,453	0	$234,776	−0.8%	0.50%
ALL	Allstate Corp Financial Services	NEW	924	NEW	$219,856	NEW	0.47%
RTX	RTX Corp Industrials	Held	1,156	0	$219,327	−1.6%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	428	0	$214,166	+4.4%	0.46%
INV	Innventure, Inc. Financial Services	NEW	22,000	NEW	$111,540	NEW	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.